• Fund Type: Open-End Fund
  • Objective: Growth Mid Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Congress Mid Cap Growth Fund

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IMIDX:US

13.46 USD 0.01 0.07%

As of 09:29:30 ET on 04/17/2014.

Snapshot for Congress Mid Cap Growth Fund (IMIDX)

Year To Date: -1.10% 3-Month: -1.10% 3-Year: - 52-Week Range: 10.75 - 14.02
1-Month: -2.96% 1-Year: +26.31% 5-Year: - Beta vs SPX: -

Mutual Fund Chart for IMIDX

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  • IMIDX:US 13.46
  • 1M
  • 1Y
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Fund Profile & Information for IMIDX

Inception Date: 10-31-2012 Telephone: 1-646-307-4180
Managers: -
Web Site: www.congressasset.com

Fundamentals for IMIDX

NAV (on 2014-04-17) 13.46
Assets (M) (on 2014-04-17) 134.93
Fund Leveraged N
Minimum Investment 500,000.00
Minimum Subsequent Investment 0.00

Dividends for IMIDX

No dividends reported

Fees & Expenses for IMIDX

Front Load -
Back Load -
Current Mgmt Fee 0.60
Redemption Fee 1.00
12b1 Fee 0.00
Expense Ratio 0.75

Top Fund Holdings for IMIDX

Filing Date: 03/31/2014
Name Position Value % of Total
Williams-Sonoma Inc 53,100 3,538,584 2.733%
Skyworks Solutions Inc 93,000 3,489,360 2.695%
ANSYS Inc 45,000 3,465,900 2.676%
Camden Property Trust 50,000 3,367,000 2.600%
Raymond James Financial Inc 60,000 3,355,800 2.591%
Henry Schein Inc 28,000 3,342,360 2.581%
Jarden Corp 55,000 3,290,650 2.541%
Cintas Corp 55,000 3,278,550 2.532%
Sigma-Aldrich Corp 35,000 3,268,300 2.524%
Carter's Inc 42,000 3,261,300 2.518%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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